Insights

Small Business Focus Wealth Builders CPA's & Consultants primarily serves small businesses and individual clients, creating opportunities to offer tailored financial services, tax optimization strategies, and ongoing compliance support to clients seeking personalized accounting solutions.

Financial Planning Needs The company emphasizes investment and retirement planning, indicating a potential need for advanced financial advisory tools or services that can enhance their current offerings and support their clients' wealth growth.

Technology Utilization With a tech stack that includes cloud services and analytics tools, there is an opportunity to introduce innovative financial management software or cybersecurity enhancements to streamline operations and improve client data security.

Growth and Expansion Revenue in the $10 million to $25 million range and a team size of up to 50 employees suggest the company is poised for growth, making it an ideal target for scalable enterprise solutions and talent acquisition platforms.

Competitive Landscape Operating alongside industry giants like Deloitte and KPMG, Wealth Builders can benefit from marketing solutions that differentiate their personalized services, as well as niche products tailored for small and medium-sized clients seeking dedicated financial guidance.

Similar companies to Wealth Builders CPA's & Consultants

Wealth Builders CPA's & Consultants Tech Stack

Wealth Builders CPA's & Consultants uses 8 technology products and services including Matomo, Cookie Notice, RackSpace Cloud, and more. Explore Wealth Builders CPA's & Consultants's tech stack below.

  • Matomo
    Analytics
  • Cookie Notice
    Cookie Compliance
  • RackSpace Cloud
    Data Management Platforms
  • Microsoft 365
    Email
  • jQuery Migrate
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • SiteGround
    Platform As A Service
  • Cloudflare Bot Management
    Security

Media & News

Wealth Builders CPA's & Consultants's Email Address Formats

Wealth Builders CPA's & Consultants uses at least 1 format(s):
Wealth Builders CPA's & Consultants Email FormatsExamplePercentage
First@wealthbuilderscpa.comJohn@wealthbuilderscpa.com
50%
First@wealthbuilderscpa.comJohn@wealthbuilderscpa.com
50%

Frequently Asked Questions

Where is Wealth Builders CPA's & Consultants's headquarters located?

Minus sign iconPlus sign icon
Wealth Builders CPA's & Consultants's main headquarters is located at 531 Old Westminster Pike, Suite 201. The company has employees across 1 continents, including North America.

What is Wealth Builders CPA's & Consultants's phone number?

Minus sign iconPlus sign icon
You can contact Wealth Builders CPA's & Consultants's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wealth Builders CPA's & Consultants's official website and social media links?

Minus sign iconPlus sign icon
Wealth Builders CPA's & Consultants's official website is wealthbuilderscpa.com and has social profiles on LinkedIn.

What is Wealth Builders CPA's & Consultants's SIC code NAICS code?

Minus sign iconPlus sign icon
Wealth Builders CPA's & Consultants's SIC code is 1522 - General Contractors-Residential Buildings, Other Than Single-Family NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Wealth Builders CPA's & Consultants have currently?

Minus sign iconPlus sign icon
As of December 2025, Wealth Builders CPA's & Consultants has approximately 12 employees across 1 continents, including North America. Key team members include President: G. R.Owner: S. R. C.Marketing Manager: L. L.. Explore Wealth Builders CPA's & Consultants's employee directory with LeadIQ.

What industry does Wealth Builders CPA's & Consultants belong to?

Minus sign iconPlus sign icon
Wealth Builders CPA's & Consultants operates in the Accounting industry.

What technology does Wealth Builders CPA's & Consultants use?

Minus sign iconPlus sign icon
Wealth Builders CPA's & Consultants's tech stack includes MatomoCookie NoticeRackSpace CloudMicrosoft 365jQuery MigrateUnderscore.jsSiteGroundCloudflare Bot Management.

What is Wealth Builders CPA's & Consultants's email format?

Minus sign iconPlus sign icon
Wealth Builders CPA's & Consultants's email format typically follows the pattern of First@wealthbuilderscpa.com. Find more Wealth Builders CPA's & Consultants email formats with LeadIQ.

When was Wealth Builders CPA's & Consultants founded?

Minus sign iconPlus sign icon
Wealth Builders CPA's & Consultants was founded in 1992.

Wealth Builders CPA's & Consultants

AccountingMaryland, United States11-50 Employees

Wealth Builders CPA's and Consultants is a full service public accounting firm located in Westminster, MD. Our investment department, Wealth Builders Financial Group, LLC, is also at this location.

Our staff is committed to offering total quality service to our valued clients. We offer more than just accounting and tax services. We help individuals and small businesses find success in obtaining their financial goals.

Every family or business needs a trusted accountant who has their best interests in mind. Our firm devises year-round personalized Tax Plans for our clients to ensure that they keep as much of their hard-earned money as possible. We also offer sound financial advice to assist you with your investment and retirement planning.

Our firm works closely with small businesses to create comprehensive business and tax planning to increase cash flow, reduce taxes and boost their take-home pay. Our goal is to free up precious time so business owners can be running their business instead of worrying about accounting, tax and payroll issues.

As a client of Wealth Builders CPA's, you will receive quality and reliable service at an affordable price. You will find our staff to be friendly, knowledgeable and focused on developing long lasting client relationships.

Section iconCompany Overview

Headquarters
531 Old Westminster Pike, Suite 201
Phone number
SIC Code
1522 - General Contractors-Residential Buildings, Other Than Single-Family
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1992
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Wealth Builders CPA's & Consultants's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Wealth Builders CPA's & Consultants's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.